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11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-29 |
| MA | RA | APPROVED | 2022-03-31 |
| VA | RA | APPROVED | 2022-01-26 |
Branch Locations
11440 W. Bernardo Court Suite 300, San Diego, CA 92127 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securities America Inc | Norfolk | VA | 06/2015 | 10/2019 |
| Benchmark Investments Inc | New York | NY | 10/2019 | 05/2023 |
| Benchmark Advisory Services Llc | Onancock | VA | 01/2019 | 01/2022 |
| Kingswood Wealth Advisors Llc | Onancock | VA | 01/2022 | Present |
| Kingswood Capital Partners, Llc | San Diego | CA | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-08-11 |
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